B. Riley Wealth Advisors’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,840
| Closed | -$43 | – | 1990 |
|
|
2014
Q4 | $43 | Buy |
+2,840
| New | +$43 | ﹤0.01% | 2172 |
|
|
2014
Q3 | – | Sell |
-6,300
| Closed | -$93.9K | – | 1902 |
|
|
2014
Q2 | $93.9K | Buy |
+6,300
| New | +$93.9K | 0.02% | 750 |
|
|
2014
Q1 | – | Sell |
-4,626
| Closed | -$62K | – | 798 |
|
|
2013
Q4 | $62K | Sell |
4,626
-6,280
| -58% | -$84.2K | 0.02% | 642 |
|
|
2013
Q3 | $161K | Buy |
10,906
+845
| +8% | +$12.5K | 0.06% | 406 |
|
|
2013
Q2 | $159K | Buy |
+10,061
| New | +$159K | 0.05% | 412 |
|